Category Archives: Technical

How to Analyze Copilot Agent Adoption Using Microsoft 365 Insights Agent

Organizations are increasingly using Microsoft 365 Copilot agents to simplify everyday tasks and support business processes across industries such as healthcare, finance, HR, and customer service. But deploying an agent is only the first step. To get the most value from it, you also need to understand how people are actually using it. Which agent… Read More: How to Analyze Copilot Agent Adoption Using Microsoft 365 Insights… »

Automating PDF Data Extraction Using Computer Use within Copilot Studio

Business documents such as purchase orders, invoices, reports, and shipping documents often contain valuable information in tabular format. In many organizations, this information is still copied manually into spreadsheets or business applications, which takes time and increases the possibility of errors. Microsoft Copilot Studio includes Computer Use, a capability that enables an agent to interact… Read More: Automating PDF Data Extraction Using Computer Use within Copilot Studio »

From Idea to Journey in Minutes: Meet the Journey Creation Agent

Building a customer journey should be simple: describe your goal, and the system builds it. In reality, marketing teams spend hours configuring triggers, wait steps, branching conditions, and channel sequencing to bring a single campaign idea to life. For many teams, a five-minute idea becomes a two-hour project, and often ends with a request to… Read More: From Idea to Journey in Minutes: Meet the Journey Creation… »

Outreach Optimization Agent (Preview) in Dynamics 365 Customer Insights

Creating a marketing campaign takes time and careful planning. From designing the email to selecting the right audience, every step plays a role in its success. However, even well-planned campaigns don’t always deliver the expected results. When engagement falls short, marketers often spend hours reviewing reports and analyzing campaign performance to understand what can be… Read More: Outreach Optimization Agent (Preview) in Dynamics 365 Customer Insights »

Simplify Record Search in Power Pages with Natural Language Search

Power Pages makes it relatively straightforward to build business portals. However, as the amount of data grows, helping users quickly find the right information becomes increasingly challenging. Take a Purchase Order Portal as an example. In the beginning, searching is simple because there are only a handful of purchase orders. But as the business grows,… Read More: Simplify Record Search in Power Pages with Natural Language Search »

Generate Temporary Download URLs in Dynamics 365 CRM Using GetFileSasUrl Function

Organizations use Dynamics 365 CRM (Dataverse) to store important documents, contracts, invoices, identity proofs, approval letters, and even email attachments. Everything is neatly stored inside CRM as File columns, Notes, or Email attachments. Now comes a simple request: “Can you send this document to the customer?” Sounds easy, right? But as soon as you try,… Read More: Generate Temporary Download URLs in Dynamics 365 CRM Using GetFileSasUrl… »

How to Automate Record Creation (Preview) in Dynamics 365 Customer Insights

Marketing teams generate valuable customer engagement through emails, events, forms, and digital campaigns, but converting that engagement into sales opportunities often involves manual effort and delayed follow-ups. Record Creation (Preview) in Dynamics 365 Customer Insights – Journeys helps automate this process by creating Microsoft Dataverse records when customers perform predefined actions within a journey. In… Read More: How to Automate Record Creation (Preview) in Dynamics 365 Customer… »

Build a Smart Copilot Studio Agent with Databricks Genie

AI agents are becoming a common way for teams to interact with business data. With Copilot Studio, you can quickly build agents that answer questions and automate everyday tasks. But what happens when users need answers based on thousands of CRM records instead of a handful of documents? That’s the challenge we set out to… Read More: Build a Smart Copilot Studio Agent with Databricks Genie »

Configure authentication with Security Agent in Power Pages

As part of the 2026 Release Wave 1, Microsoft introduced the Security Agent in Power Pages to help makers configure and improve website security using AI-powered guidance. One of its key capabilities is assisting with authentication configuration, making it easier to implement secure sign-in experiences while following Microsoft’s recommended security practices. Authentication is one of… Read More: Configure authentication with Security Agent in Power Pages »